Hi Heather We migrated from SafeSend to Truss for this past tax season. We like the client invite/onboarding process as well as the intake and return delivery. We received higher than expected feedback from our clients. They liked the AI generated ...
The Power of Change, 6/30/2026 1pm est: Change, the CPA profession has been experiencing change and talking about change for many years. Accepting and using Change for your firm's benefit requires a strong, synergistic team aligned with processes ...
Did you miss our webinar about mitigating exposures with AI? If so, you can view here: https://mcgowan.wistia.com/s/y560itxl7a15u42 ------------------------------ Stephen Vono, Senior VP McGowan Professional Liability Framingham, MA 508-656-1330 ...
Technology is reshaping the accounting profession at ...
Introduction: The Wake-Up Call at the Retreat Picture ...
Register Now! Course Description This session ...
Register Now! Course Description In today's ...